James Dinsmore
James Dinsmore is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.
Fee Estimator
Location
1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells fixed insurance under Evergreen Wealth Solutions and is the head baseball coach for St. Joseph's Catholic Academy. The insurance sales are investment-related, while the coaching position is not.
Employment History
Current Registrations
Kintra Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Broker Dealer Financial Services CORP.Broker
Liberty Life Securities LLCBroker
Liberty Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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